How to Create a Copy and Create a copy as PDF

Overview

Within the Document Panel, we have a function available to create a copy of a specific document or create a copy as PDF.

Extra information for admins, KB article Create a Document Panel in SuperOffice CRM and for users Use the Document Panel in SuperOffice CRM

You can create a copy from a document and create a copy as PDF (convert a document on the fly to PDF format). The following document formats are supported: pdf, word, excel, powerpoint and text.

Right mouse click on the document you want to have a copy from and choose your action.

If your administrator has enabled the option that a user is allowed to Configure his own settings the Configure button in the left bottom corner is available.

Here the user can set the Subject postfix, if the document dialog needs to be opened automatically and the date that must be used for this copied document. There are two date options available: Current date and time or Original date and time.

Merge as PDF

When you select more than 1 document you can merge the documents to a pdf file with a right-click and select Merge as PDF

Merge option:

Name the document
Set a date other than the current date
Create a table of content
Change the order of your documents or remove documents

After you click Merge documents the SuperOffice document dialog will be opened from where you can open and save your new pdf document.